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Hi,

 

i try to create a workflow rule on Leads. The rule should send an Reminder to the if a Sales Manager does not start working with it.

 

ISPICKVAL(Status, "New")

 

 && ISPICKVAL(LeadSource, "Warmer Lead")  

 

 &&  LastActivityDate  =  TODAY() +1 

 

I did some tests, but the rule does not trigger. Is it possible that last activityDate is based on the Lead history field. And if there´s nothing logged the rule can´t trigger. I thought a activity would also be editing a phone number or something like that.

 

 
7 respuestas
  1. 21 nov 2016, 12:07
    If a Lead gets older than one day the Sales Manager should get a reminder.
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